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| Momentous Wealth Management Inc
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|---|---|
| CRD # | 288429 |
| SEC # | 801-110752 |
| CIK # | 0002055574 |
| AUM | 409.9 M (2026-03-25) |
| Employees | 7 (100% Investors, 29% Brokers) |
| Phone | 360-597-4570 |
| Address | 300 E 17th Street Vancouver, WA 98663 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 3.0 | ||
| CVB Financial Corp | 2.3 | ||
| Nvidia Corp | 2.1 | ||
| Microsoft Corp | 1.7 | ||
| Alphabet Inc | 1.0 | ||
| Parker Hannifin Corp | 0.9 | ||
| Alphabet Inc | 0.9 | ||
| Facebook Inc | 0.9 | ||
| Amazon Com Inc | 0.8 | ||
| Costco Wholesale Corp /NEW | 0.7 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 338 | 72.8 |
| (b) Individuals (high net worth individuals) | 154 | 291.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 43.2 |
| (h) Charitable organizations | 0 | 1.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 1.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,138 | 409.9 |
| By Discretionary | ||
| Discretionary | 1,115 | 399.3 |
| Non-Discretionary | 23 | 10.6 |
| Total | 1,138 | 409.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.2 | |
| United States Persons | 408.8 | |
| Total | 1,138 | 409.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002055574] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
BDFS Capital LLC
✚
|
DE | 411.3 M |
|
Everest Private Wealth
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|
CA | 410.8 M |
|
Harbor Wealth Management LLC
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WI | 410.5 M |
|
Sunbeam Capital Management LLC
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410.2 M | |
|
Boyd Wealth Management LLC
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|
CA | 409.8 M |
|
Heffernan Advisory Inc
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|
AZ | 409.6 M |
|
ELEY Financial Management Inc
✚
|
VT | 409.6 M |
|
Hilton Head Capital Partners LLC
✚
|
SC | 409.5 M |
|
Friday Financial Inc
✚
|
IA | 409.3 M |
|
Truefg LLC
✚
|
TX | 409.0 M |